CX Institutional
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1: The CX Institutional Partnership, doing business as Credent Wealth Management, complements our core beliefs, with a focus on the ‘Customer eXperience’. Every day we strive to match our service levels to our customer’s expectations.
Our multiple strategy platform operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform provides a global approach to asset selection and remains sensitive to the total cost of investing.
We claim compliance with the Global Investment Performance Standards (GIPS®). The Global Investment Performance Standards (GIPS®) is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients.
By claiming compliance with GIPS®, we dedicate resources to working with an outside third-party consultant in ensuring we follow the strict principles laid forth in the GIPS® standards handbook to provide our clients with full transparency of our investment performance.
For more information, please visit www.gipsstandards.org
CX Institutional, LLC (“CX Institutional”) was formed in 2018 in the State of Delaware through the combination of two existing SEC-Registered investment advisers, Hefty Wealth Partners, Inc. established in 2010 (“HWP”) and Oak Point Wealth Management, LLC. established in 2011 (“Oak”). CX Institutional succeeded to the Registration of HWP and became an SEC-Registered investment adviser on March 1, 2018. CX Institutional’s principal owners are HWP, Oak and CPF Texas (Vestpro). CX Institutional claims compliance with the GIPS standards beginning January 1, 2013 and the historical track record between 2013 and 2017 remains unchanged between the former HWP and the current CX Institutional.
CX Institutional offers to its clients (individuals, high net worth individuals, charitable organizations and business entities), asset management services on a discretionary non-wrap or wrap fee basis; and comprehensive financial planning and consulting services on an hourly or fixed-fee basis.
CX Institutional claims compliance with the Global Investment Performance Standards (GIPS®).
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
To obtain GIPS-compliant performance information for the firm’s strategies and products, please email us at contactus@credentwealth.com.
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